Future Advisor

Intro

FutureAdvisor is an automated wealth management software that helps customers invest money, plan retirement and create college funds. I worked on a variety of projects including iOS, desktop, mobile, and web-apps. 

 
 

Desktop

I took part in a rebranding process of FutureAdvisor style guide and desktop product. Following complex group processes I designed a variety of pages, transforming them into new styles and enhancing overall visual communication. Below is the Portfolio Overview page that I comprehensively worked on. While working on this page I developed styles for tables to be used in all of the product pages.

 

↑ previous design

 

iOS

I helped enhance overall visual hierarchy and simplified visual communication of the FutureAdvisor's iOS app. I also worked on in-depth user-experience redesign for some of the app's functions – such us trade recommendations, accounts scan or onboarding.

 
 
 
 

Investment Projections Graph

I comprehensively developed the Retirement Projection graph. The detailed description of this project can be found here.

 
 
 
 

Mobile Responsive

After a team-effort of developing all the desktop pages, I worked to design each page of the mobile version and to develop a comprehensive system to set the guidelines for future mobile designs. Below are three examples of this process.

 

College Savings Dashboard

 

↑ desktop view

 
 
↑ College Saving dashboard

↑ College Saving dashboard

↑ notification drill view

↑ notification drill view

 

Trade by Trade tables

 

↑ desktop view

 
 
↑ Trade by Trade tables

↑ Trade by Trade tables

↑ drill view

drill view

 

Retirement Onboarding & Menu

 

↑ desktop view

 
 
↑ Retirement Onboarding

↑ Retirement Onboarding

↑ Menu

↑ Menu

 
 
 

Styleguide for mobile responsive

While creating all the mobile screens I developed an addition to the FutureAdvisor style-guide. The style-guide was used internally and lived within the Sketch file. Therefore, I also assembled all the mobile elements, converted them into symbols, and created mobile repository for quicker design iterations.

 
Styleguide1.png
Styleguide2.png